Revolution Medicines, Inc. is a precision oncology firm operating in the clinical development stage, dedicated to creating innovative treatments that target novel ...
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Est. EPS $-2.43 · Revenue $16.93M · 14 analysts
Est. EPS $-2.09 · Revenue $147.21M · 13 analysts
Est. EPS $-9.72 · Revenue $165.84M · 17 analysts
Est. EPS $-1.75 · Revenue $196.51M · 5 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $0 | — | — |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-1.1B | -88.5% | -42.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | — | — | — |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | — | — | — |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | — | — | — |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-913.7M | -60.9% | -109.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | — | — | — |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 9.7% | +62.2% | -15.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 7.14x | -49.7% | +67.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.4B | -8.0% | +91.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -5.95 vs -5.65 | -5.4% | -3.06 vs -2.43 | -26.0% |
| Revenue Surprise | $0 vs $3.5M | -100.0% | $0 vs $16.9M | -100.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Kim Lorence H. | director | Common Stock | D | 300 | $200.56 |
| Aug 31, 2026 | Kim Lorence H. | director | Common Stock | D | 6,597 | $201.47 |
| Aug 31, 2026 | Kim Lorence H. | director | Common Stock | D | 12,919 | $202.48 |
| Aug 31, 2026 | Kim Lorence H. | director | Common Stock | D | 26,160 | $203.55 |
| Aug 31, 2026 | Kim Lorence H. | director | Common Stock | D | 7,271 | $204.35 |
Operator : Good day, and thank you for standing by. Welcome to the Revolution Medicines Q2 2026 Earnings Conference Call. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Ryan Asay, Senior Vice President, Corporate Affairs. Please go ahead. Ryan Asay : Thank you, and welcome, everyone, to the second quarter 2026 earnings call. Joining me on today's call are Dr. Mark Goldsmith, Revolution Medicine's Chairman and Chief Executive Officer; Dr. Alan Sandler, our Chief Development Officer; and Jack Anders, our Chief Financial Officer; Dr. Wei Lin, our Chief Medical Officer; and Anthony Mancini, our Chief Global Commercialization Officer, will join us for the Q&A portion of today's call. We would like to inform you that certain statements we make during this call will be forward-looking because such statements deal with future events and are subject to many risks and uncertainties. Actual results may differ materially from those in the forward-looking statements. For a full discussion of these risks and uncertainties, please review our annual report on Form 10-K and our quarterly reports on Form 10-Q that are filed with the U.S. Securities and Exchange Commission. This afternoon, we released financial results for the quarter ended June 30, 2026, and recent corporate updates. The press release and updated corporate presentation are available on the Investors section of our website at revmed.com. With that, I'll turn the call over to Dr. Mark Goldsmith, Revolution Medicine's Chairman and Chief Executive Officer. Mark? Mark Goldsmith : Thank you, Ryan, and thanks to everyone for joining us this afternoon. I'll begin today's call with initial remarks focused primarily on pancreatic cancer, and then Dr. Sandler will provide highlights of recent results and plans in non-small cell lung cancer. Jack Anders will then summarize our second quarter financial results before I share some closing comments and open the call to questions and answers. 2026 is proving to be a transformational year for Revolution Medicines with substantial progress in many dimensions, supporting our mission to revolutionize treatment for patients with RAS-addicted cancers globally through the discovery, development and delivery of innovative targeted medicines. We've continued to build on strong momentum in pancreatic cancer, reinforced by compelling results from RASolute 302, our recently completed global Phase III study in patients with previously treated metastatic disease. Catalyzed by the unprecedented clinical results, we quickly expanded availability to patients through our FDA-cleared expanded access program, advanced regulatory activities in support of potential approvals, strengthened our commercial readiness globally and continue to expand our broad pioneering R&D pipeline targeting RAS-driven cancers. I'd like to spend a few more minutes reviewing some of these activities in more detail. …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Mark A. Goldsmith | Chief Executive Officer, President & Chairman | USD 1,709,200 | — | 1962 | Active |
Stephen Kelsey Path. FRCP | Senior Advisor | USD 1,094,033 | — | 1961 | Active |
Margaret A. Horn | Chief Operating Officer | USD 1,016,166 | Female | 1963 | Active |
Jack Anders | Chief Financial Officer | USD 874,133 | Male | 1977 | Active |
Jeff Cislini | Senior Vice President, General Counsel & Corporate Secretary | USD 791,750 | Male | 1975 | Active |
Erin Graves | Senior Director of Corporate Communications & Investor Relations | — | Female | — | Active |
Martin D. Burke | Co-Founder & Chairman of Scientific Advisory Board | — | — | — | Active |
Kevan Shokat | Academic Co-Founder & Member of Scientific Advisory Board | — | — | — | Active |
Michael A. Fischbach | Academic Co-Founder & Member of Scientific Advisory Board | — | — | 1981 | Active |
Jan Smith | Chief Scientific Officer | — | Female | — | Active |
Walter Reiher | Chief Information Officer | — | Male | — | Active |
Revolution Medicines, Inc. (RVMD) Discusses FDA Approval of RASONQUE for Metastatic Pancreatic Cancer and Implications for RAS-Driven Therapy Transcript
Rasonque wins FDA approval for pancreatic cancer, giving Revolution Medicines its first marketed product and a commercial foothold.
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